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  1. Simple Fund 360 Knowledge Centre
  2. Data Feeds
  3. Wraps and Platforms

Wraps and Platforms

  • IOOF Group
  • Rush Gold
  • BT Panorama Integration
  • Wrap Feed Setup - Account Mapping
  • Xplore Wrap
  • CFS Wrap
  • CGF Accolade
  • DomaCom - Wrap Feed
  • WealthO2 - Wrap Feed
  • Export Data to IRESS
  • Private Portfolio Managers (PPM) - Wrap Feed
  • Removing an Investment from the Balance Review Screen
  • What to do when investments allocated to duplicated accounts in wraps and platforms?
  • Bell Potter Equity Lever Feed
  • Wraps and Platforms - Data is not coming through.
  • Cointree
  • Evans and Partners Wrap Feed
  • LGT Crestone Wealth Management
  • Distributions and tax components
  • Setting up data feeds for platform cash accounts
  • Summary of Supported Wraps & Investment Platforms
  • Australian Money Market (AMM)
  • CommSec
  • AUSIEX
  • Importing Tax Data through BT Wrap
  • BGL Excel (XML) Import - Wrap Splitting
  • Ord Minnett Feed
  • BGL Excel (XML) Import
  • Hub24
  • Netwealth
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Simple Fund 360 Knowledge Centre